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Zerodha Marketing Partner Program

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Have questions? Get in touch with your sales manager today

com/z-connect/zerodha/why-zerodha/our-story-till-now You can also read on how Zerodha offers a brokerage edge and why we should be a preferred choice for clients who trade stocks/equities/commodities. a model which has worked very well in developed markets. Selected few through our “Online or Offline Marketing Partner Program”. Once the lead is in our system. 6. Signature of Individual/sole proprietor . We are revolutionizing the concept of online discount broking. Residential address Proof 4. To read more about our story till now. then it is most likely because we have identified you as a potential partner for our Marketing Partner Program.Enrollment to Zerodha – Marketing Partner “Zerodha”. click here: http://zerodha.com/z-connect/zerodha/why-zerodha/brokerage-edge The key to our growth in such a short period of time is because of the partnerships we have 1. Cancelled Cheque. 1000 in favor of Zerodha as a fee for becoming an Marketing Partner. If you have received this email/document from us. 2. 5. Marketing Partner: Our referral program where a client gets to refer new business to us through our sales automation tool on ZLM. Click here for more information: http://zerodha. Documents Required 1. PAN CARD 2. Education Proof. This document will also act as an agreement. As an incentive for the client we share with him 10% of all the brokerage generated from all the new clients referred by him. With all our clients through our “Marketing Partner”. This program is open for all our clients and we have more than 3000 clients who actively take part in our “Marketing Partner”. A cheque for Rs. Registered Office Address Proof 3. we are the fastest growing stock/commodity/currency broker in the country. if we intend to go ahead with the partnership. Instead of spending on advertisements we have decided to grow our business in an organic way using word-of-mouth advertising from our happy & satisfied clients who are also motivated because of the earnings that we share with them. our sales team will coordinate with the contact and help him open an account.

ONLINE Marketing Partner The Online Marketing Partner module is a plug & play module provided by Zerodha which will help you set up a business with immense earning potential. The key aspect to this partnership which is different from a traditional franchisee business is that: 1. The biggest challenge in the broking business is to retain a client as there is always someone offering a better deal. As and when we are heard about. Acquiring clients is also a big challenge if you don’t have a unique pricing offer. 2. To have a unique idea on how you intend to introduce new business to us. you will be warned and it can also result in suspension of this partnership. Features like SPAN calculator. efficient customer support and our brokerage rates are without any upfront commitments. Signature of Individual/sole proprietor . Varsity and many more… 3. Advanced trading platform with an option to trade on the NSE. BSE and MCX. Trading Q &A. etc. Zerodha has been able to create a lot of goodwill in the trading community. It’s well accepted across the world and eventually India should follow the same. If any such instances are found. For us to partner with you. To be efficient in all interactions with the client/prospect. auto-trading plugin . We at Zerodha have a first-mover advantage and we have recently tied up with the best PR firm in the country to put our word out there. We have transparent charges. Traditional pricing models are available at a dime a dozen. 2. we expect you: 1. 3. To not misrepresent/mislead any prospect/client with information other than what is available on our website. The way we work is completely different from a traditional broking firm and a simple Google search will show you responses of thousands of our clients. 90% of our clients never switch once they start trading with us as per the data we have. you will potentially be able to introduce new business to us and profit from it. We don’t require any investments from you in terms of cash deposits or setting up infrastructure. We have listed a few key benefits (profit sharing discussed later) on why you should partner with us: 1. but our pricing model is unique. 4. z-connect. 2. Our module will help you capture the networking aspect of the broking business which traditional brokers don’t capitalize on.

this has been a key feature for their success.What this means to you is that. but we would share earnings with him based on our Marketing Partner Program. for an online Marketing Partner we share the networking benefit that traditional franchisee business doesn’t. 4. you can either call him/her to open an account or use the sales person/team assigned to you by Zerodha for the same. If you intend to capture the leads through your website. Once the lead is on the ZLM. Once on the ZLM. His reason for introducing could be monetary or not. As explained before. it is most likely either because you have an existing database of clients/prospects or you have an idea which could potentially yield a database of prospects. we will provide you with an online form/link which will directly update the same on our ZLM. the following will explain the process to be followed: 1. he would most likely introduce new business to us through our Marketing Partner Program. Our past experience has proved to us that our program does help us get new leads on our ZLM from our existing clients. he would be treated as your client. Coordinate with our sales/account opening team to ensure that the account is opened and a demo is given on how to use the trading platform. Once the account is opened they will be mapped to you and increase your network of clients through whom you can yield newer business. 5. With all our existing partnerships. 2. all the new leads which would be referred by your clients will automatically get assigned to you as your leads on the sales automation tool on our ZLM. A lead will be qualified by the mobile number and/or email ID. In either case.Work Profile: If we partner. this lead will be mapped under you and as long as (less than 6 months from when the lead is updated on the ZLM) this lead opens an account using the same mobile number and/or email id. Signature of Individual/sole proprietor . You will update all your prospects as leads on our ZLM through the ZLM ID which will be created for you. 3. It will now be yours and our sales team’s responsibility to call and close these leads. What this means is: If the client you introduced to the business is satisfied with the trading/support experience at Zerodha.

(Off) Tel.INB/INF/INE 231390627.2nd Floor. Account Type: Savings  Current  Others  v. (Res) Fax: _Email id: BANK ACCOUNT DETAILS i. PAN: b. Bannerghatta Main Road Bilekahalli. Address for Correspondence:__A_s p_e_r s_ub_m_itte_d _ad_dr_es_s p_ro_o_f _________________________________________ _______________________________ _______________________________________________ 2. MCX-SX:. BSE:INB/INF 011390623.APPLICATION FORM FOR MARKETING PARTNER (Individual/sole proprietor) (This information is the sole property of ZERODHA and would not be disclosed to any one unless required by law or except with the express permission of clients) ZERODHA Reg Off: #175/176. Reffered By:. IDENTITY DETAILS 1. IFSC code: Signature of Individual/sole proprietor Mobile No. Name of the Applicant: _____________________________________________________________ 2. Date of Incorporation: 3. : iv. MICR Number: : vi.INB/INF/INE 261390620 Please affix your recent passport size photograph and sign across it MP Signature Please fill this form in ENGLISH and in BLOCK LETTERS A. Bank Account No. . ADDRESS DETAILS 1.Client id / AP id :___________________________ B. Unique Identification Number (UID)/ Aadhaar. TAN Compulsory c. Bank Name: ii. if any: ___________________________________ 5. City/town/village: Pin Code: _____________________ State: Country: Contact Details: Tel. a. Bangalore 560076 SEBI Registration Number: NSE:. Registration Number: 4. Branch Address: iii.

and NCDEX) b) am/are not a sub broker or remisier of any other trading member of the Exchange ( NSE. 2nd main road 38th cross Jayanagar 8th Block Bangalore -560082 ) DECLARATION name of the partner This is to declare that I/we. BSE. MCX-SX. S/o or D/o_____________ having PAN No. BSE. and NCDEX) e) have not passed contracts in my/our own name I/We hereby certify that the above information are correct and if any is found to be false and incorrect the Ask Zerodha has got the right to recover the entire amount received by me/us through whatever means it deems proper. MCXSX. and NCDEX) d) have not advertised in public. I/We hereby declare that I/We have read the regulation of the Scheme and agree to abide by the terms and conditions. and NCDEX) c) am/are not an employee of any other trading member of the Exchange ( NSE. _________________________________. ( NSE. MCX-SX. MCX-SX. BSE.To Ask Zerodha (279/B 2nd Floor. press or in any other manner that I/we are acting as a broker or member of the exchange. Name:_____________________________ Date:____/____/____ Place:______________________________ ._____________ residing at ( or registered office) _____________________________________________ hereby declare that: a) am/are not forbidden to business under the Rules. MCX. MCX. Regards. MCX. MCX. BSE. Bye-laws and Regulations of the Exchange ( NSE.